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Client Implementation

With the Client Implementation template set, you can manage customer implementations from handoff through project completion and provide visibility into team deliverables

Use Template

Description

* Streamline your client implementation handoff from sales with a form to capture key project details * Organize each project in a detailed timeline * See a real-time overview of your client projects and metrics in the Implementation Team dashboard

Complexity

Medium

Instructions

Setup information

More Support

Process Map

Template preview

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Instructions